I am at the FTX Crypto Bahamas conference for the week and I am excited to be here. =). And it is so warm and hot! 🥵
Here's 5 great reads for this week:
⌛10 minutes investing is not how we should invest. I don't think this is what a responsible investor should act, but I do agree that portfolio construction is super important.
🏎️ The Solana ecosystem needs a wave of data infrastructure projects to power the next generation of dapps. We're not going to get the next billion users if dapps don't load in < 1 sec. Read more.
💵 Over time, companies will become stratified into Compute Rich and Compute Poor. Just like Apple can expel companies dependent on their ecosystems today (Epic Games, Zynga). In the future, if you lose access to your language model, your product won't function. Food for thought ……